Don't let social distancing stop employee development

Virtual learning is an untapped opportunity for employee development. David Ackley, Head of Digital at BTS, explains how.
June 1, 2020
5
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This article was originally published by Glassdoor for Employers here.

As COVID-19 continues to spread, business leaders are laser-focused on safety. That means postponing or canceling travel, sending employees home to work remotely, and even closing their doors when no other options remain. We’re already seeing a spike in layoffs for companies that are losing too much revenue to keep all of their employees on payroll.

Although business will eventually return to normal — or at least some new version of normal — it could take over a year. When it does, leaders will face the reality of a tougher marketplace, more demanding clients, and the need to innovate relentlessly. Likewise, employees will have survived layoffs, illness, and disruptions at work. In order to prepare for the future, forward-thinking companies should double down on their investment in employee development by taking a significant chunk of development efforts virtual now to improve morale.

Offering remote learning opportunities, particularly when employees are isolated in their homes, demonstrates a tangible commitment to employee development that won’t go unnoticed. An overwhelming 94% of workers know how vital continued learning is for their careers, but nearly half (49%) say they don’t have time to do it at work (Source: LinkedIn, “2020 Workplace Learning Report”). By implementing virtual and digital learning while COVID-19 brings normal operations to a halt, leaders can invest in employees and lay the foundation for better retention and stronger operations at the same time.

Make Virtual Normal

Even as significant portions of the workforce perform their jobs from home, virtual learning remains a largely untapped opportunity. Remote development initiatives are an investment in your workforce that can keep people aligned despite the distance between them. These opportunities can also teach learners how to lead through uncertainty and change during difficult times.

Virtual learning can be amazing (just as in-person learning can) — but in ways that are perhaps surprising. It allows people to learn how they learn best: together. Virtual sessions allow for on-point, focused facilitation that can adapt to feedback in real time. They’re also asset-light and easy to schedule, meaning you don’t need to find a physical space or worry about having uncomfortable chairs. Besides this, using virtual classroom technology and other digital tools also helps people become more proficient in tech.

To create effective virtual learning programs, follow these key steps:

1. Start at the top. To normalize virtual learning, get your company leaders on board first. You’ll benefit from broader buy-in if the CEO and the rest of the executive team actively participate in (and preferably lead) some of your virtual learning programs and alignment or change initiatives. It will also help if these individuals leave their professional personas at the door and demonstrate relatable qualities such as vulnerability and authenticity. And because much of the learning will take place in the flow of work, having leaders as teachers will help enable, engage, and align people more effectively in moments of need.

2. Add interactive elements. If sitting through a lecture is challenging in person, it’s exponentially more difficult when your team is doing remote learning on the living room sofa. To hold people’s attention, limit presentations to 30 minutes or less and add interactive elements such as simulations, exercises, and practices. Engage people and offer immediate feedback based on their decisions to keep them interested.

3. Use data to target pivotal needs. This certainly applies not just to virtual learning, but also to any learning. In challenging times, however, less can be more. Virtual and digital learning allow you to target the most crucial needs for the day. And because virtual learning sessions are generally shorter than classroom workshops, they allow for greater focus on the concepts or skills that are useful in moments of need.

Tests or assessments can reveal where your people excel and where they need more practice. As people are working more remotely, collecting this data now is more critical than ever. It’s a means to improve and personalize the journey for people and make your virtual initiatives more effective.

4. Preserve a human touch. Virtual development can feel decidedly disconnected, particularly for first-time practitioners. The good news? It doesn’t have to. Lean on coaches and subject matter experts to lead virtual learning sessions, and offer virtual office hours that empower your team to go the extra mile and seek more information. Create portals with social features or, even better, use team collaboration tools such as Slack that allow people to ask questions, share content, and interact with one another instantly from any location.

5. Reimagine the experience. Implementing a virtual learning program doesn’t mean simply taking an analog program and digitizing it. Reimagine virtual experiences using design thinking, and employ digital experiences and tools when design and outcomes call for it.

Just consider exercises normally done with flip charts and sticky notes by teams in physical classrooms. These exercises can easily be done with common tools we use on our computers every day in ways that make team readouts even easier in the virtual classroom. Or, you could use digital crowdsourcing tools to instantly aggregate all teams’ work and make it better by allowing peers to rate that work and comment to identify agreed outcomes or better solutions to problems. By reimagining the experience, you won’t just have an effective session — you’ll also come away with an incredible amount of information that informs future successes.

Virtual learning and development initiatives can help busy employees better themselves whenever and wherever it’s convenient. This motivates them when morale would otherwise sink, particularly during stressful times when they’re working remotely and away from colleagues. Development opportunities are always important, but this pandemic should spur companies to implement these initiatives now while face-to-face learning is impractical. Those that do will reap the benefits long after we’ve emerged from this crisis situation.

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November 8, 2021
5
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Mindfulness and the power of sound in digital learning
To drive engagement and retention in your digital learning course, consider these three ways that sound could amplify your presentation.

How do you more effectively drive learner engagement and concept retention in your digital learning courses? Sound is key. Why? Sound elicits emotional responses which make moments more memorable, and also shapes your unique sense of space, time, and reality. Adding a layer of sound would amplify presentations of any kind.There are three elements to consider when incorporating sound into digital learning courses: sound effects, voice talent, and transitions.

  1. Engaging sound effectsPractitioners of mindfulness meditation focus on the present moment in order to reach a particular mental state. The present moment is always changing, of course, depending on the surrounding constellation of smells, sounds, sights, and feelings. Try to isolate the ambient sounds in the air, and you will come to appreciate both the limits of your focus and the omnipresence of sound. Note, too, how memories involving both sight and sound are more vivid than those derived from just one sensory channel.Sound effects can perform numerous functions: emphasize a particular point, underscore a key concept, balance serious content with humor, and more. Try, for instance, to imagine films such as Star Wars, Titanic, or The Godfather without their orchestral scores and soundtracks. Just as sound effects are critical to each story on an emotional level, they can make the digital learning experience more meaningful and memorable.Consider using ambient sounds that are colloquial to your learners, such as the "ding" signaling the arrival of a new text message, or the "whoosh" of sending an email. Using these sounds tactfully throughout your presentations will increase learner engagement by initiating states of excitement, focus, or reflection. However, be sparing in your use of such effects, as space is essential for the appreciation of sonic subtleties.
  2. Appropriate voice talentYour choice of voice talent is critical – any recognizably-human voices invoked for digital-learning purposes must align with your organization’s cultural DNA and corporate identity.For the digital learning course in question, be sure to consider its subject matter, audience, and tone. After identifying each, decide whether a stodgy accent, homey lilt, or something else entirely would facilitate the most engaging learning experience. Once you have a few options, be sure to send samples to your client for feedback and approval. Reactions to voices, after all, are highly personal.
  3. TransitionsTry now to pinpoint all the recurring noises around you, whether infrequent or ever-present. Depending on where you are, you may hear the low hum of a fridge, the persistent honk of a horn, or even the steady beating of your heart. These periodic sounds, absorbed subconsciously, signify the passage of time and transformation of your surroundings.Transition sounds, like the famous musical motifs in each aforementioned film, aid in memory retention by stimulating an emotion, foreshadowing an event, or accentuating a concept. In digital learning courses, transitions work best at the beginning and end of a module. That said, if placed tastefully throughout a course, transition sounds will add polish, build a brand, and encode content in a memorable way.

These are just a few of the ways that sound can be used in your digital learning courses as a design pillar, making training more engaging and enjoyable. Whether you meditate or passively absorb your surroundings, sound adds texture, depth, and meaning to the fabric of our lives. How will you use sound to build your next creation?

Blog Posts
January 26, 2022
5
min read
What can top brands teach us about e-learning?
By looking to brand experts like Bubly, BTS can help companies build learning experiences that stand out from the crowd.

E-learning designers are still catching up to what brand differentiation experts have known for a long time. Experience matters.

Consider Bubly, a maker of sparkling water, recently purchased by PepsiCo. Bubly doesn’t try to differentiate at the product level: in a blind taste test between Bubly and LaCroix, participants were unable to tell one from the other. Instead, Bubly focuses on the consumer’s experience of the product.

To begin, there’s the enthusiastic welcome: each can features a pull-tab greeting that mimics text messages – “hey u,” “hiii,” or “yo,” – simulating the kind of playful rapport you might have with friends and family. Next, the product’s peach, pineapple, and grapefruit-toned cans and smiling logo work together to convey positivity, creating a look and feel that aligns seamlessly with its slogan: “no calories. no sweeteners. all smiles.” Finally, Bubly gamifies buying. As writer Elizabeth Demolat points out, no store stocks all twelve flavors at any one time, leading to online and in-person buzz about where to find specific flavors. This strategy, along with the release of a variety of limited-edition flavors, has essentially turned “the act of purchasing a product into a treasure hunt.”

Bubly’s brand differentiation leverages enthusiasm, emotion, and excitement—experiential elements that echo the design pillars of best-in-class e-learning. Here’s how to incorporate each.

  1. Enthusiasm

Find new ways to breath energy into the experience. Take, for example, a short, animated video that uses action film motifs to explore emotional awareness in the workplace.

The sequence begins with an establishing shot of a manager providing constructive feedback to an employee. The action moves quickly into the employee’s brain, which is set up as a command center. A group of intelligence agents, straight out of Mission Impossible, look on with alarm. One more word from the manager on “areas for improvement,” and the emotion-regulating amygdala will be triggered, hijacking the employee’s normal reasoning processes. The intelligence agents strategize, introducing different tools and techniques that can be used to regain perspective, and the learning journey begins to take shape.

Greeted with a fresh, playful take on a critical workplace competency, learners are primed to go deeper.

  1. Emotion

How do you get beyond the rational regions of your brain – the ones that “control language, but not decision-making” – to tap into feelings and emotions? One particularly creative course on human anatomy leverages powerful visuals to reach learners on that deeper level.

Participants begin by learning that there are more nerve cells in the brain than stars in the Milky Way, observing a close-up of the brain’s circuitry dissolving into tiny specks lighting up the night sky. Because the underlying anatomy remains hidden, medical-aesthetics practitioners learn that they will essentially be working in the dark. The stars fade out slowly, one by one, until there’s nothing left on screen but total darkness—a strange, slightly unnerving experience that drives home the importance of understanding anatomical structures on a visceral level.

  1. Excitement

Give people something they’ve never experienced before by challenging the norms of typical training.

Data-protection policies, for instance, are critical safeguards wherever they’re in place, but existing e-learning on the subject is almost always designed as a passive, one-way transmission of information. One exceptional data-protection course takes a different approach, using live-action video and a dramatic soundtrack to depict a privacy breach occurring in real time.

While this can get gimmicky, immersing learners in a volatile environment with uncertain outcomes builds tension, a key lever for creating buy-in.

So, how can we help clients build better learning experiences?

Many clients see digital learning as a product, one that looks a lot like what’s already out there: didactic, uninspired, dull. By nudging clients toward digital learning courses that mirror what they already know about branding, we might just be able to help them build experiences that stand out in a crowd.

Blog Posts
August 19, 2021
5
min read
Mobile learning: the solution for revolutionizing the learning landscape
Mobile learning is perfectly aligned with contemporary learners’ needs. As many organizations struggle with where to begin, here are real-life examples of how some organizations use a shift to mobile as a way to rethink their learning strategy.

The conversation around mobile learning has changed in recent years. Once viewed as merely a technical consideration (i.e., making sure training “works” on mobile devices), organizations now recognize mobile learning’s unique potential. The cadence of mobile learning is perfectly aligned with contemporary learners’ needs, and whether the method used is microlearning, spaced learning, learning journeys, continuous learning cultures, or personalized learning, organizations are delivering more value.However, in the new era of mobile learning, many organizations struggle with where to start. Best-in-class organizations use a shift to mobile as a way to rethink their learning strategy, rather than simply update a mode of delivery. Here are a few real-life examples.

  1. Onboarding
    Mobile learning proves particularly effective as an onboarding tool in deskless environments such as retail, in-field technical support, and safety. For example, one global coffee retailer, challenged with rapid scalability in emerging markets, uses mobile deployment to streamline competency formation for its newly hired baristas, ensuring a consistent brand experience.Additionally, mobile learning promotes a more journey-driven approach to onboarding, taking the pressure off single-event training. Employees now have a tool in their pocket that provides gradual reinforcement, helping them recall hundreds of espresso drink combinations in the moment.Adaptive retrieval practices also help support the onboarding journey in the initial phases of the baristas’ tenure. Push notifications remind baristas to continue working on their skills, while weekly challenges, mini-games, and leaderboards help sustain engagement. Flashcards (featuring information such as the right syrup ratios for customized drinks), are self-paced reference tools, which they can use in the moment of need.
  1. Upskilling
    A Canadian financial services advisory organization required a radical approach to reach its unique target audience: entrepreneurs. Familiar with entrepreneurs’ resistance to standard training modalities, the organization created a mobile solution with a new learning cadence customized for its ever-distracted, highly-resistant learners, replacing large-format, single-event courseware with quick lessons (of no more than five minutes each), ongoing knowledge checks, personalized learning paths, and a strong resource library for ongoing performance support. The organization can now meet its entrepreneurial customers’ individual learning needs
  1. Sales
    Mobile learning is proving to be a differentiator for delivering content to sales teams. For a major global automotive company, mobile learning enables its salespeople on the floor to keep up with sophisticated customers who walk into showrooms fluent in specific car models, pricing, and competitive offerings. Mobile learning helps the salespeople stay agile, providing product information updates and timely needs-based support through an adaptive learning engine.Even augmented reality plays a role in creating intuitive and quick access to content within a high-context environment: sales reps can point their phone to a new model on the showroom floor and immediately see information on specific aspects of the car. Off the floor, they can refresh their knowledge by completing retrieval practices, reviewing key selling scenarios through immersive interactive challenges, and consulting with mobile-friendly job aids prior to their next customer interaction. For this organization’s salespeople, mobile learning is indispensable when it comes to keeping up with customers.

Mobile learning is an effective training delivery platform in these examples and beyond. Successful organizations see the potential for mobile as a platform, rather than as a technology wrapper, and take a unique approach to its design. If you’re looking to make a bold statement and revolutionize training, leverage mobile learning as the catalyst.

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Insights
November 10, 2018
5
min read
Is the pursuit of purpose the latest management fad? Nope. But it is getting more personal…
Jessica Skon, Madeline Renov, and Lee Sears write about the enduring discussion surrounding the pursuit of purpose at work.

Leading with Purpose, Part 1

Most CEOs I speak with are not 100% at peace with their company’s purpose. As the market, their people and their business evolve, so will their purpose. As some of the best companies of past and present show us, there is strength, and even magic, in a great company purpose. What is also clear, however, is that this magic does not come from just having a “purpose” or “vision,” but rather from how well a company is executing against their purpose.

When Southwest Airlines (which has been profitable for 45 consecutive years, and on FORTUNE’s list of World’s Most Admired Companies for 24 straight years) was first starting out, their mission was to make flying affordable.1 They rallied their people on the idea that a grandmother should be able to affordably buy a ticket, at the drop of a hat, to get on a flight to see her new grandchild. This simple mission led to the “Southwest Effect,” which transformed the airline industry, and continued to be a lens with which the Southwest leadership team made key decisions.

Today, Southwest’s vision has evolved: “To become the world’s most loved, most flown, and most profitable airline.” And they are executing on this vision. They continue to drive superior shareholder returns against all industries on the S&P 500 (as they have for the past 44 years), and in 2018 were named the top low-cost airline in JD Powers customer survey reports for the second year in a row.

As the Southwest example highlights, great company purpose combined with a leadership team who will build the work-flows, culture, processes and metrics to live up to it can be an enormous employee motivator. But we have also experienced, both at BTS and with our global clients, that a good company vision and purpose on their own are not sufficient – employees need them to be even more personal to them as an individual. I remember a lunch I had twelve years ago with a 24-year old new hire who was my direct report. After some small talk he looked at me and said, “Why are you here? Why have you spent seven years with the same company?”

I’ll never forget that lunch. It was the first time I had been asked the question, and it was the beginning of a new decade where our employees were much louder and more active about wanting to reflect and spend time on our mission and purpose, linking it to their personal values and the impact they strived to have in the world. Luke, that 24-year old new hire, has made me and our company better as a result of his question.

In the last decade, there has been a growing emphasis in the business world on finding a deeper motivation to unlock greater meaning at work. For some this may sound ‘fluffy,’ or as one executive we spoke to commented, “Is this just the next version of the pursuit of vision and values? It sounds great on paper but too often makes little real difference as it tends to stay on the wall, rather than live in your heart.”

Yet your people spend the majority of their life at work and with colleagues. At its best, a sense of purpose is a way of bringing meaning to their work and understanding the contributions they are making to the company, as well as greater society. It makes sense, then, that employees who are clear on their personal and professional purpose end their work day invigorated and proud of what they’re doing instead of exhausted by mindless work that is bereft of real meaning.

According to a recent PWC study, 79% of business leaders believe that purpose is central to business success – but only 34% use their organization’s purpose as a guidepost for their leadership team’s decision-making. Signs that your workplace may be lacking organizational purpose are distracted employees and a lack of comradery. These are significant factors – so why don’t more organizations devote time to developing clear purpose and values? Well, developing organizational purpose is no easy task, and much of it starts with your own personal purpose. If you’re unsure of what exactly your own personal purpose is, have no fear – in the next two installments of this blog series, we will offer simple steps to help you uncover your personal and organizational purposes and get closer to leading through the lens of purpose.

Insights
January 1, 2017
5
min read
A data-driven & mindset approach to increasing diversity
Learn from Jessica Skon about the importance of having leaders who embrace different skills and backgrounds as part of an effective workforce.

Throughout her more than 15-year career at BTS, Jessica has pioneered turning strategy into action through the use of customized experiences & simulations for leading Fortune 500 clients and many large and start-up software companies in Silicon Valley. Jessica leads BTS USA with P&L responsibility for offices in San Francisco, Philadelphia, New York, Chicago, Phoenix, and Austin.

Although one of the most-discussed topics in business today, meaningful diversity seems to be elusive for most companies. We sat down for a casual and candid conversation with Jessica and uncovered some surprising insights about our clients’ challenges in creating a more diverse and inclusive workplace, and what companies can do about it.

We are lucky to have snagged a few moments of Jessica’s time — squeezed between a flight to New York for a client meeting and her morning school drop-off duties — to hear her perspective.

JENNY JONSSON: We have a lot to cover today, so if it’s ok with you, we’re going to jump right in! First, we would love to hear a little about your journey to becoming a Global Partner (GP) – and of course, it’s hard to conduct research for a paper on diversity and ignore that there’s a gender imbalance at our GP level.

JESSICA SKON: Well first of all, while I may be the only female Global Partner, I don’t want to lose sight of the fact that we do have a lot of women leaders at BTS: 35% of our Heads of Office are women. With that said, what I can say about my experience is that it has been fair. I don’t think I would still be here if I didn’t feel the expectations and the performance processes over the last 17 years were fair, and I have never felt like gender has been a factor in performance conversations. When I reflect on that after talking to other female leaders, that’s a pretty big deal.

MJ DOCTORS: Why do you think your experience has been so different from what many other working women encounter?

JS: Before my first Global Partner meeting, where we were looking at candidates for Principal and above, I was told, “This is always the best meeting of the year.” I wondered how it could be so drastically different than any other meeting, but they were right — it is an entirely data-driven, unemotional, and fair process.

It was a simple process and there were no biases. There are three parts to how we evaluate partners up for promotion:

  1. The background information on each candidate includes all of the specific promotion criteria and supporting data.
  2. The leader recommending the promotion gives a 5-minute summary emphasizing their view of the candidate’s weaknesses and areas for growth in the coming years.
  3. A fellow partner who has done due diligence against the facts acts as the “inquisitor” and shares findings.

This approach ensures it isn’t just a pitchfest. And this process is also something that has trickled down to other areas of the business, reducing a lot of the biases in our hiring and promoting.

JJ: Have you been approached by clients asking for guidance on a similar data-driven approach?

JP: Absolutely, clients realize they need to make this shift. I think it’s going to happen really quickly: we already have one client whose CEO has asked us to rebuild their entire performance system so that it’s more data-driven, more accurate, and more fair. In many companies, the way things are now, it’s often gray and you can’t help but rely on relationships and favoritism to guide promotion decisions.

MD: As part of our research, Jenny and I took a look at how BTS USA is performing on diversity metrics. While most publications and companies measure diversity by simply looking at gender and race (such as Fortune’s 50 Most Diverse Companies), we believe diversity is much more than that. Our definition encompasses gender and race, but also age, socioeconomics, gender identity, sexual orientation, education, life experiences, disability status, and personality traits — and the list could go on. However, as we currently only have results across race and gender, that’s what we’ll share here. How do you feel when you look at these charts?

JS: You’re bringing me back to 5 years ago when we had the same color chart for gender as we do now for ethnicity — which was horrifying. I think we all knew it was a problem but we weren’t mature enough in our thinking to solve it. Once we all woke up and clearly defined that we had a gender parity problem across the company, we were persistent and fixed it, and now I am proud of our gender pie chart. That is something I love about BTS: if we can clearly articulate a problem, we tend to be able to solve it. That’s actually the key for leaders across most industries: the art is being able to clearly define the problem.

But I think that we’re at ground zero again for the next phase.  I would love for us to apply the same rigor we used to address gender disparities to other forms of diversity so that in 3 or 4 years we have a better mix, and why wouldn’t we?

JJ: Can you outline specifically how we made progress on our lack of gender diversity?

JS: We took a few major steps:

  1. Our Heads of Office decided it was a top priority. Without top leadership’s buy-in, you can’t really make progress.
  2. Then we identified the key pain point: for us, it was the entry to the funnel. Then we brainstormed the best ways to attract more female candidates.
  3. This led to some “ahas” about the root cause of that pain point. Many people think that consulting is inflexible and it’s difficult for employees with children to succeed. But there’s nothing further from the truth at BTS. Our Global CEO is quite progressive and incredibly flexible and open-minded when it comes to letting employees do what they need for their lives.
  4. So then our leaders got on the megaphone: our (now retired) US CEO began flying to each of our offices to talk about it, and I got on the phone with candidates to tell them my story of being a young working mother. A lot changed once we started to focus on it.
  5. In reviewing our hiring interview process, we also realized we could be more clear in our criteria, with observable behaviors and a more robust scoring rubric. This change eliminated any unconscious bias and we found that woman were scoring as high as our male candidates. When we looked in the past, they were (on average) scoring lower.

MD: Besides clearly defining the problem, what other factors pushed forward this change?

JS: Clients started noticing and asking for more women consultants, so it became an easy sell to our leadership. Our demographics should match – or even be ahead of – our clients’ demographics. We shouldn’t have to be scrambling every time a client says, “Um… there’s a lot of men here.” Sure, some traditional clients may not have said anything, so for some folks internally it was more difficult to understand the impetus behind the huge investment we were making in changing our recruitment process. But we also had enough examples of women starting at BTS who didn’t have many female role models. And we realized, we have to change this or some of our best people are going to leave.

JJ: So what about our clients? You have spent significant time over the past 20 years with CEOs and senior leaders of some of the world’s top companies. What aspects of diversity are they discussing the most?

JS: In the last couple of months, I have heard many top executives discussing how to change the paradigm of their leaders to promote and move people around who don’t necessarily fit the makeup of the candidates from the past. So for example, one client said that they have been really good at keeping people for life, but realize that they might not be able to maintain that with millennials, unless they can keep having great careers for them.

Also, companies still tend to focus on “the résumé”: did the applicant go to an Ivy League school, did she have a fancy job, how long did he work in this department, etc. All of this has been the formula for success over the last 50 years. But if we don’t crack that mindset, there will be amazing people who don’t get put in the right positions, because unconsciously our leaders are not seeing them or they are not open-minded enough to realize that this candidate might be better suited than that more traditional-looking candidate.

MD: What is some advice you would give clients to change that mindset?

JS: You and all your leaders have to first recognize your beliefs and own them before any mindset change can happen. That may be kind of obvious, but getting yourself and your senior leaders to fully own their beliefs is hard. You have to be both very self-aware and constantly striving to improve. It’s a battle every single day.

So when an executive comes to me and says, “This is weighing on my mind at the company-wide level,” I don’t say, “Well there’s a diversity training that we can do.” I do say, “You’re talking about changing deeply rooted mindsets: this requires getting leaders to articulate, own, and put those issues on the table, and commit to changing their beliefs moving forward.”

This is crucial to making sure you have the right people in the right jobs and you’re retaining the people that you want, which ultimately enables you to make the company successful. That is an immense amount of work, including interventions, working sessions, and sometimes coaching. It’s sometimes getting the most skeptical leaders to become the owners of this and driving these change management efforts. It’s deeper than just a training class.

JJ: If it’s not just a training class, what do you see as the platform?

JS: Any time you’re trying to drive large scale transformation, it’s a good idea to run experiments. And once they get some momentum and prove to be successful, you should shine a really big light on them to get broad adoption and then begin the comprehensive change management process.

So even though it’s out of our core services, I try to give clients ideas on small stuff they can do that is totally different than anything they have done before, to shake up people’s way of thinking about how they recruit, hire, train, promote, and think about people. I think a strong example of an initiative a company has experimented with is a leading software company and their strategic partnerships with nonprofits who help them access more and different talent pools.

So – once those initiatives have gained that momentum, it would be fun for us to do some consulting with their executives first around owning the beliefs, the history (it’s important to honor the history and not just break it), what worked in the past, what beliefs do you now hold as a result, and what are you going to do moving forward. All of this can be built around an experience that shifts people’s mindsets. It’s not so much diversity training… it’s a mindset shift process that starts at top leadership.

MD: Are there any companies that are beginning to successfully make this mindset shift and use more data-driven approaches to evaluation?

JS: Not really… that’s what’s tough about this. It’s bizarrely new. The more BTS is asked to provide broader talent services, the more surprised I am. We’re basically back in the Stone Age. It’s not pretty.

But we’re starting to work on something internally to track an individual’s acquisition of skills in a moment-based approach. At the beginning of a project the individual comes up with specific skills that she wants to work on. Then, during critical milestones and at the completion of the project, the rest of the team gives feedback on those specific areas. That’s real curation of a skillset, where the individual can own her career progress, people can validate it, and the company can say, “oh, she’s telling us she’s ready for a promotion, look, she’s actually done all of these things and demonstrated she can be successful.”

JJ: So really it’s democratizing the job application and promotion process.

JS: Yes! That’s exactly why many of our clients have turned to selection and assessment solutions. Assessments enable our clients to reduce unconscious bias in the hiring and promotion processes and ensure that a candidate has the actual skills necessary for the role, as opposed to a particular degree from a particular university, which is, at best, only a moderate proxy for job fit. Through these solutions, our clients effectively expand their talent pool and improve the likelihood that the candidates they hire have both skill and culture fit, which can lead to increased cognitive diversity – that is, team members who have different backgrounds and thus approach problems in different ways – improved retention, and reduced recruiting costs.

MD: We are seeing some progress from expanded talent pools, but the critical question is, once a female or a non-white employee has joined a company, why aren’t they moving up as fast as white men?

JS: I think maybe it goes back to the issue that I heard from one of our clients: there’s a history of certain roles looking and acting a certain way. It’s hard to overcome the unconscious bias of hiring and promoting people who fit that perception.

It could also be that people aren’t putting their hat in the ring for those promotions. Women and people from certain cultures aren’t oriented toward self-promotion and won’t put their hat in the ring if they are only 10% confident they’ll be successful. So in that case, you really have to focus on the current leaders: it’s so important that they understand this dynamic. Even at BTS, there are so many outstanding individuals who don’t self-promote, and you have to be the megaphone for them.

JJ: When running our leadership development simulation experiences, BTS has always encouraged participants to form the most diverse teams possible (gender, culture, geography, role, tenure, etc.). What’s the origin behind why we ask our clients to create diverse simulation teams?

JS: Initially, this was primarily because our clients value enabling leaders to create networks across the company, more so than because of any inherent desire for cognitive diversity. Clients often come to us when they need a push toward a “one company” mindset, so simulation teams are built to bring people out of their silos and align around a single company goal.

But, nowadays, people recognize that cognitive diversity is a good thing. That being said, at BTS, we are very protective of our culture and team environment, and sometimes we’re guilty of mistaking like-minded people as a proxy for “I think I’ll get along with you”. So you have to have two heads when hiring: we want someone different who will shake us up, but we also want to be at peace and have fun and a strong culture fit.

MD: If you could leave one piece of advice for leaders hoping to create a more diverse and inclusive workplace, what would it be?

JS: In alignment with Liz Wiseman‘s book, “Rookie Smarts,” I’m trying to get leaders to crave being rookies again. If you’re going to learn as fast as the pace of change, and be able to transform yourself, you have to be a bit of an adrenaline junkie with a “rookie mindset”. I want people to realize that it’s not scary to do something different and new – it’s exciting. And, if you put yourself in an uncomfortable role, you get humbled, become curious, and seek advice from the best around you. As a result, you will most likely do the best work of your life.

There is a correlation between the “rookie mindset” and shifting beliefs in support of a more diverse team: we need leaders who crave differences. That has to be the overarching mindset when you’re recruiting and looking to add members to your team. If you crave differences in skills and personal history and combine that with culture-fit, then innovative ideas, high performance, and fun should follow. Others will notice the benefits of the diverse team and follow, assuming the appropriate recruitment and performance systems are in place. That’s how you start to shift mindsets at the top and eventually throughout the company.

About the Authors

Diversity has been a passion area for both MJ Doctors and Jenny Jonsson, both of whom have spent significant time – prior to and while at BTS – working to improve economic opportunities for women, immigrants, and individuals of varying socioeconomic backgrounds.

Insights
November 2, 2018
5
min read
Finding your personal purpose
Jessica Skon, Madeline Renov, and Lee Sears discuss defining personal — and better yet, and organizational — purpose.

Leading with Purpose, Part 2

As we discussed in the first post of this blog series, purpose is an essential ingredient for business success and employee engagement today. Yet purpose is a nebulous concept, and often difficult to pinpoint. I know this firsthand. Around twelve years ago, a consultant in his early 20s joined the BTS San Francisco office where I was working, and I took him out to lunch. Within ten minutes of sitting down to lunch, he asked me, “So what’s your purpose? Why have you been at the firm for so long?” I’ll never forget it. I’d been at the company over six years, and that was the first time somebody asked me that. I felt it was a fair question, and yet I didn’t have an eloquent answer at the ready.

Coming up with a response, I started to talk about some of my guiding principles, things like learning and having fun, how I’m proud of the impact our work has on clients, and how I love building a team of leaders (or a business) that grows every year. The question from this new hire, though, who was probably ten years younger than me, put me on the spot and made me feel a bit inadequate as a leader. At first I did not have a crisp, compelling answer.

Since then I’ve been in many dinners with other executives from Fortune 500 companies to tech startups, who more and more frequently are being expected to lead their organizations with a clear purpose… and at the same time understand that each employee’s purpose and what motivates them is going to be slightly different than theirs, the firm’s and their peers’, and that’s okay. Once a leader or a firm has clarity of purpose it can be a beautiful energy and driving force, and should be the first lens with which leaders run their business.

So, how does one find a sense of purpose?

In truth, many people assume that only those who follow a vocation like medicine, teaching or work in the charitable sectors can have a true sense of purpose at work. Our experience, as well as much current research and writing, would suggest otherwise.

One simple way of looking at this is captured elegantly by the Japanese concept of Ikigai, or ‘The reason for being.’ The idea of Ikigai is that one’s sense of purpose lies at the intersection of the answer to four questions:

  1. What do I love?
  2. What am I good at?
  3. What can I get paid for?
  4. What does the world need?

Balance

Image from Forbes.com

Take these four questions and look at the organization you are already a part of. Use them to see if you are in touching distance of doing more purposeful work, whether it be at the core of what you do or as a part of work that sits slightly outside the current definition of your job. Whilst we may not get the ultimate answer to the purpose question from our current work, once we have identified our own Ikigai we can go in search of the more meaningful elements of our jobs and start shaping the agenda at work in a new way. In the next installment in this blog series, we will discuss how to use your personal purpose to shape your organizational purpose and lead with meaning.